Purchases and Sales Made in Q1 2024 in Ishares Barclays 20+ Year Trea (TLT)

TLT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 20+ YEAR TREA.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 18, 2024 Q1 2024
Miracle Mile Advisors, LLC

BUY
 -
250
+ 10.37%
$23K - $24.7K
2.66K $233K
May 14, 2024 Q1 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
234
+ 153.95%
$21.6K - $23.1K
386 $33.8K
May 01, 2024 Q1 2024
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
232
+ 2.88%
$21.4K - $22.9K
8.29K $726K
Apr 23, 2024 Q1 2024
Sugarloaf Wealth Management, LLC

BUY
 -
222
New
$20.5K - $21.9K
222 $19.4K
Apr 30, 2024 Q1 2024
Sequoia Financial Advisors, LLC

BUY
 -
220
+ 9.2%
$20.3K - $21.7K
2.61K $229K
Apr 29, 2024 Q1 2024
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
219
+ 0.71%
$20.2K - $21.6K
31.2K $2.73M
May 09, 2024 Q1 2024
Element Wealth, LLC

BUY
 -
215
New
$19.8K - $21.2K
215 $18.8K
Apr 19, 2024 Q1 2024
Marshall Financial Group LLC

BUY
 -
213
+ 3.07%
$19.6K - $21K
7.16K $627K
Apr 19, 2024 Q1 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
212
+ 3.26%
$19.5K - $20.9K
6.71K $587K
May 06, 2024 Q1 2024
South State Corp

BUY
 -
208
+ 226.09%
$19.2K - $20.5K
300 $26.3K
May 02, 2024 Q1 2024
Salomon & Ludwin, LLC

BUY
 -
200
New
$18.4K - $19.7K
200 $17.5K
May 15, 2024 Q1 2024
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
200
+ 99.5%
$18.4K - $19.7K
401 $35.1K
May 15, 2024 Q1 2024
Savoie Capital LLC

Chicago, IL
BUY
 -
200
+ 2.0%
$18.4K - $19.7K
10.2K $893K
May 10, 2024 Q1 2024
Wealth Alliance

Mellville, NY
BUY
 -
197
+ 0.39%
$18.2K - $19.4K
50.5K $4.42M
Apr 24, 2024 Q1 2024
Hartford Financial Management Inc.

BUY
 -
188
+ 10.2%
$17.3K - $18.6K
2.03K $178K
Apr 12, 2024 Q1 2024
First Premier Bank

BUY
 -
186
+ 15.68%
$17.1K - $18.4K
1.37K $120K
May 13, 2024 Q1 2024
Beirne Wealth Consulting Services, LLC

BUY
 -
175
+ 0.52%
$16.1K - $17.3K
33.7K $2.95M
Apr 09, 2024 Q1 2024
Rise Advisors, LLC

BUY
 -
171
New
$15.8K - $16.9K
171 $15K
Apr 18, 2024 Q1 2024
Sloy Dahl & Holst, LLC

BUY
 -
165
+ 7.55%
$15.2K - $16.3K
2.35K $206K
May 14, 2024 Q1 2024
True Wealth Design, LLC

Akron, OH
BUY
 -
165
New
$15.2K - $16.3K
165 $14.4K
May 13, 2024 Q1 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
158
+ 16.68%
$14.6K - $15.6K
1.11K $96.7K
Apr 25, 2024 Q1 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
154
New
$14.2K - $15.2K
154 $13.5K
May 13, 2024 Q1 2024
Arjuna Capital

BUY
 -
145
New
$13.4K - $14.3K
145 $12.7K
Apr 24, 2024 Q1 2024
Oak Family Advisors, LLC

BUY
 -
142
+ 1.37%
$13.1K - $14K
10.5K $919K
Apr 10, 2024 Q1 2024
American National Bank

BUY
 -
129
New
$11.9K - $12.7K
129 $11.3K
May 07, 2024 Q1 2024
49 Wealth Management, LLC

Austin, TX
BUY
 -
124
+ 5.41%
$11.4K - $12.2K
2.42K $212K
May 08, 2024 Q1 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
121
+ 3.48%
$11.2K - $11.9K
3.6K $315K
Apr 17, 2024 Q1 2024
Skyline Advisors, Inc.

Bellingham, WA
BUY
 -
110
+ 0.55%
$10.1K - $10.9K
20.2K $1.77M
Apr 30, 2024 Q1 2024
Derbend Asset Management

BUY
 -
103
+ 3.8%
$9.49K - $10.2K
2.81K $246K
May 13, 2024 Q1 2024
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
101
+ 3.21%
$9.31K - $9.97K
3.25K $284K
Jul 31, 2024 Q1 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
89
+ 0.61%
$8.2K - $8.79K
14.6K $1.28M
Apr 10, 2024 Q1 2024
Atwood & Palmer Inc

BUY
 -
88
New
$8.11K - $8.69K
88 $7.7K
May 07, 2024 Q1 2024
Sanctuary Wealth Management, L.L.C.

BUY
 -
87
+ 5.43%
$8.02K - $8.59K
1.69K $148K
May 06, 2024 Q1 2024
Insight 2811, Inc.

Chicago, IL
BUY
 -
84
+ 0.15%
$7.74K - $8.29K
55.8K $4.88M
Apr 24, 2024 Q1 2024
Nbt Bank N A

BUY
 -
77
+ 16.42%
$7.1K - $7.6K
546 $47.8K
May 13, 2024 Q1 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
73
New
$6.73K - $7.21K
73 $6.39K
Apr 11, 2024 Q1 2024
Cooper Financial Group

BUY
 -
71
+ 0.19%
$6.54K - $7.01K
36.9K $3.23M
May 03, 2024 Q1 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
68
+ 0.89%
$6.27K - $6.71K
7.71K $675K
Apr 30, 2024 Q1 2024
Van Eck Associates Corp

BUY
 -
66
+ 165.0%
$6.08K - $6.52K
106 $9.28K
May 09, 2024 Q1 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
65
+ 180.56%
$5.99K - $6.42K
101 $8.84K
Oct 28, 2024 Q1 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
62
New
$5.72K - $6.12K
62 $5.43K
Apr 09, 2024 Q1 2024
Collective Family Office LLC

BUY
 -
60
+ 2.7%
$5.53K - $5.92K
2.28K $200K
May 10, 2024 Q1 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
51
New
$4.7K - $5.03K
51 $4.46K
Apr 24, 2024 Q1 2024
First Pacific Financial

BUY
 -
50
+ 227.27%
$4.61K - $4.94K
72 $6.3K
May 13, 2024 Q1 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
48
New
$4.42K - $4.74K
48 $4.2K
May 13, 2024 Q1 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
44
+ 0.11%
$4.06K - $4.34K
40.9K $3.58M
Dec 05, 2024 Q1 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
44
+ 0.11%
$4.06K - $4.34K
40.9K $3.58M
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
41
+ 0.94%
$3.78K - $4.05K
4.39K $384K
Apr 23, 2024 Q1 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
36
+ 100.0%
$3.32K - $3.55K
72 $6.3K

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